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Technology Stocks : The *NEW* Frank Coluccio Technology Forum -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (6531)	5/31/2003 11:18:26 PM
From: ftth	Read Replies (1) \| Respond to of 46821

Oh, I fully believe they will deploy SOME FTTH, just not nearly enough to make all the people that made "deals with the devil" happy (i.e. all those companies that several years ago would never in their wildest dreams have sided with the RBOCs). It won't be deployed in the millions in a couple years, even though they will imply that it will be. They'll find some clever way to back out with minimal damage, like deploying FTTN and delivering the last few thousand feet with existing copper. That will get them well above the FCC definition which the RBOCs defined, for "advanced services." As far as Mike Powell is concerned, that would satisfy the "deal." This "announcement" was mostly political posturing I'd bet, to make it look like they are sincere, as the final discussions and final touches are put on the wording of the not-yet-released final text of the Feb 20 ruling (which is over 500 pages, as I understand it). I hear it may come out next week, but I've heard that it was just around the corner, a couple times since April. I think "whether" they deploy to deliver video, "how" they deploy the video, and "how much" video is provided, will play a BIG role in the deployment pace. We'll see if they really hate IP as much as they pretend to, once they've tried to deal with RF video on a separate wavelength in a few trials. Each RBOC will probably come to this realization at a different pace. The funny thing is I think Qwest has already realized it.